Voted Top 10 ESG Programme for 2 Consecutive Years in 2024 & 2025 by FindCourses
Sustainable Finance and sustainability risks linked to Climate Change are now in the focus of public and political attention. Initiatives including Sustainable Development Goals (SDGs), the Paris Climate Agreement, the Task Force on Climate-related Financial Disclosures (TCFD) as well as increasing mandatory requirements (the EU Sustainable Finance Action Plan, the UK SDR & TCFD) as well as developing global standards (ISSB) have provided a roadmap for sustainability for governments, regulators, and investment firms.
By integrating sustainability criteria into investment decisions, asset owners and managers have a great potential to change markets and to shape sustainable economic systems, to enable public and private organisations embrace circularity and ultimately deliver the move to credible Net Zero emissions targets.
Increasingly understanding climate and sustainability risks in asset portfolios, has become both a business imperative and subject to regulatory scrutiny and controls.
By attending this very practical 1 day course conducted by a senior market practitioner you will learn about the key requirements for Climate Change investing, explore the characteristics of sustainable financial products and their investment potential and learn how to incorporate sustainability into asset portfolios.
What Will You Learn
This course will provide the following key elements to understand Climate Change & Sustainable Investing:
- Requirements for Sustainable Finance in Asset Management
- Sustainable Financial Products within Equities and Fixed Income
- Approaches to integrating Climate Change into asset portfolios
- Sustainability Methodologies, understanding ESG data and different ratings from key vendors such as Sustainalytics
- Regulatory and Policy Frameworks for ESG and Sustainability integration including SFDR
Course Content
- ESG and Sustainable investing Background and scope
- Sustainability and ESG - Key components, ESG data, sustainability methodologies and metrics
- Key Environmental, Social and Governance Criteria
- ESG Data - Aggregation, calibration, understanding quantitative and qualitative data and approximations
- Measuring Non-financial impact of lending and investments
- Methodologies of Sustainability Rating Agencies, and limitations
- Climate Scenario Analysis
- ESG Integration in Asset Management and Portfolio Strategies
- ESG Integration within Fund Management - ESG Weightings and P&L, Product Governance, Key Risks
- Regulatory and Policy Frameworks for Sustainability
- Identifying Green Products - Green bonds, Sustainable Equity and ESG funds, Sustainability linked loans, etc.
Speakers
The Course Director is a highly experienced and result-driven senior industry advisor and regulatory expert with over 20 years of experience in leading multi-disciplinary projects to achieve regulatory compliance and strengthen performance for firms such as T. Rowe Price, Barclays, Deutsche Bank, HSBC, JP Morgan, and Investec (Ninety One) Asset Management, to name just a few.
He has extensive experience in integration of Environmental, Social and Governance (ESG) frameworks within the Funds and Products lifecycle, from ESG principles and metrics into the investment process, Stewardship and Governance, aligning with the EU Sustainable Finance Disclosures Regulation (SFDR), Taxonomy Regulation and the Task Force on Climate-Related Financial Disclosures (TCFD), Responsible Investing models within portfolio management and trading models, sustainability risks and climate risks (incl. Stranded Assets) within Risk Management, modeling and incorporating Principal Adverse Impacts (PAI) within Product, Marketing and Distribution, and managing data and analytics for client and regulatory reporting.
He also has a deep expertise in managing ESG Ratings providers (MSCI, Sustainalytics, S&P TruCost, etc.), and configuring and normalising sustainability metrics including carbon and energy emissions, pollution, waste, biodiversity, labour, human rights, whistleblowing, remuneration, etc.
He is a Member of Governing Board of Commonwealth Human Ecology Council CHEC - accredited observers to UNFCC COP conferences.
Who Should Attend
- Chief Financial/Operations Officers
- Chief Risk/Compliance Officers
- Heads of Audit / Audit teams
- Heads of Corporate Governance, Sustainability, and Investments
- Investment Managers
- Client Relationship Managers / Sales Teams
